CrowdStrike Holdings, Inc. director Cary Davis reported an acquisition of 43 shares of Class A common stock as compensation. The shares were issued at a price of $0.00 per share through fully vested restricted stock units granted in lieu of a quarterly cash retainer. Following this grant, Davis directly holds 21,656 shares, which include shares to be issued upon vesting of one or more restricted stock units.
CrowdStrike Holdings director Gerhard Watzinger received 72 shares of Class A common stock as a compensation award. The shares came from fully vested restricted stock units issued instead of a quarterly cash retainer under the company’s Outsider Director Compensation Policy and immediately converted into stock.
After this grant, he holds 8,084 shares directly, in addition to indirect holdings reported through Clavius Capital LLC, Clavius AP, LLC, and his wife, for which he disclaims beneficial ownership beyond his economic interest.
CrowdStrike Holdings, Inc. filings list proposed sales of Class A Common stock on 03/20/2026, with one entry tied to a Compensation RSU/PSU Vest reported as “Issuer” method. The record also lists numerous prior open-market dispositions by insiders and related trusts during the past three months.
The excerpt includes multiple historical sale entries by named holders, including George Kurtz 6,777 shares on 02/02/2026 and DK Giving Trust 9,500 shares (repeated dates), as examples of recent activity. These filings are notices of intent to sell under Form 144 rather than transactional confirmations.
CrowdStrike Holdings submitted a Form 144 reporting dispositions of Class A common stock by Burt Podbere. The filing lists a sale of 1,630 shares on 02/02/2026 for $714,477.90 and a sale of 7,871 shares on 02/04/2026 for $3,272,604.38. The filing also records RSU vesting of 4,699 shares and PSU vesting of 11,219 shares, both on 03/20/2026.
CrowdStrike Holdings director Godfrey Sullivan reported a gift of Class A common stock held indirectly through the Godfrey and Suzanne Sullivan Revocable Trust. On the reported date, the trust transferred 5,000 shares as a bona fide gift at no price per share.
Following this disposition, the trust held 85,641 shares of CrowdStrike Class A common stock. Sullivan disclaims beneficial ownership of these shares except to the extent of his pecuniary interest in them, so this is a personal estate and charitable planning move rather than a market trade.
CrowdStrike Holdings, Inc. chief financial officer Burt W. Podbere reported an equity compensation grant of 41,828 shares of Class A common stock in the form of restricted stock units (RSUs). The RSUs have no purchase price and were awarded as a grant or award acquisition.
According to the filing, 25% of these RSUs vest on March 20, 2026, with the remaining units vesting in one-sixteenth equal quarterly installments thereafter, based on performance factors for the fiscal year ending January 31, 2026. After this award, Podbere directly holds 211,441 shares. The filing also lists indirect Class A common stock holdings through various family trusts and by his spouse, such as 42,800 shares held by Buttonwillow Trust and 52,000 shares held by his spouse, with a disclaimer that he disclaims beneficial ownership except to the extent of his pecuniary interest.
Kurtz George reported acquisition or exercise transactions in this Form 4 filing.
CrowdStrike Holdings, Inc. President and CEO George Kurtz received a grant of 139,428 shares of Class A common stock in the form of unvested restricted stock units. According to the terms, 25% of these RSUs vest on March 20, 2026, with the remaining units vesting in one-sixteenth equal quarterly installments thereafter, based on performance factors for the fiscal year ending January 31, 2026. Following the grant, Kurtz directly holds 2,194,330 shares of Class A common stock, and an additional 100,000 shares are held indirectly through the Kurtz Family Dynasty Trust, for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
Sentonas Michael reported acquisition or exercise transactions in this Form 4 filing.
CrowdStrike Holdings, Inc. President Michael Sentonas received an award of 83,656 shares of Class A common stock in the form of unvested restricted stock units. The filing shows he holds 426,311 shares directly after this grant, including shares to be issued upon future RSU vesting.
According to the award terms, 25% of these RSUs vest on March 20, 2026, with the remaining units vesting in 1/16 equal quarterly installments thereafter. The final size of this RSU award was determined based on performance factors achieved for the company’s fiscal year ending January 31, 2026.
CrowdStrike Holdings files its annual report describing rapid growth of its AI-native Falcon cybersecurity platform and major risk factors. The company highlights its cloud-delivered, single-sensor architecture, 33 Falcon modules spanning endpoint, cloud, identity, data protection and next-gen SIEM, and over 88,000 organizations as customers.
The report emphasizes heavy use of AI and graph technologies to detect modern, largely malware-free attacks, a partner-first go-to-market model, and international expansion, with international revenue rising to $1,595.4 million, up 26% from fiscal 2025. It also discloses a significant July 19, 2024 Falcon sensor update incident that caused Windows system crashes, which has harmed, and is expected to continue to harm, sales, customer and partner relationships, brand and financial results, and has triggered litigation and government inquiries.
CrowdStrike reported a record fourth quarter and fiscal 2026, combining fast growth with stronger profitability and cash generation. Fourth quarter revenue reached $1.31 billion, up 23% year over year, driven mainly by subscription revenue of $1.24 billion, also up 23%. Annual recurring revenue climbed 24% to $5.25 billion as of January 31, 2026, with net new ARR of $330.7 million in Q4 and a record $1.01 billion for the year.
Q4 GAAP net income attributable to CrowdStrike was $38.7 million, reversing a loss a year earlier, while non-GAAP net income rose to $289.1 million with diluted non-GAAP EPS of $1.12. For fiscal 2026, revenue grew to $4.81 billion, up 22%, and non-GAAP net income increased to $956.6 million or $3.73 per diluted share.
CrowdStrike generated strong cash flow, with Q4 operating cash flow of $497.9 million and free cash flow of $376.4 million. For the year, operating cash flow was $1.61 billion and free cash flow $1.24 billion, and cash and cash equivalents grew to $5.23 billion. The company repurchased 143,801 shares for $50.6 million after year-end and still has $949.4 million available under its program.
Management highlighted rising AI‑related demand and broad product adoption, including Falcon Flex and new AI and identity offerings. For fiscal 2027, CrowdStrike guides ARR to $6.47–$6.52 billion, revenue to $5.87–$5.93 billion, and non-GAAP diluted EPS to $4.78–$4.90, implying continued double‑digit growth and solid margins.